Your light in the dark
The Wealth Manager that Canada Trusts
Kurt Rosentreter is ready to help with all aspects of your financial affairs from investing, tax consulting, and estate planning to pre-retirement, post-retirement, insurance, and cash flow management among other planning needs.
Meet Kurt and the Team
Kurt is the Certified Financial Planner who Canada relies on to take the stress out of managing money. He also helps clients reach their goals and dreams through a common-sense and easy-to-understand approach.
Providing Goal-Based Planning as Your Certified Financial Planner
As one of Canada's leading Certified Financial Planners, for more than thirty years, Kurt Rosentreter has been committed to helping families manage their finances properly.
As a Certified Financial Planner at Manulife Wealth Inc., in his Toronto-based practice, as an Instructor of financial planning courses he teaches across Canada, and as a media spokesperson on money issues for the national press on TV, on the radio, and in print, Kurt provides practical and common-sense financial advice in easy-to-understand language.
video series
Retirement Planning Essentials
Kurt is creating new videos teaching Canadians how to save money, and avoid headaches. As an independent Certified Financial Planner, Kurt’s expert advice can save you time and money in your day-to-day life.
Watch Kurt’s newest video, on the essentials everyone needs to know when considering what to prepare for retirement.
Custom-tailored Advisory Relationships
with Kurt & His Team
All fees are flexible to fit any budget. Every year fee levels are revisited to ensure your continued satisfaction with value. As long as you are practical in your service and fee expectations, it will be possible to design an advisory relationship together.
Kurt and the team are dedicated to being transparent and open about services and pricing. They ask the right questions to understand your financial plans, and create a unique path towards your goals, a timeline, and expected cost.
The Certified Financial Planner for Canadians
As a Certified Financial Planner, Kurt offers one source for all of your personal finance advice needs. Certified Financial Planner fees are custom tailored with no standard schedules.
